Ridgeline Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.98M Sell
16,326
-7,481
-31% -$1.37M 2.43% 13
2025
Q1
$4.07M Sell
23,807
-2,827
-11% -$483K 3.46% 9
2024
Q4
$4.74M Buy
+26,634
New +$4.74M 3.87% 7